Physical Address

304 North Cardinal St.
Dorchester Center, MA 02124

Could Indian trade coverage against wars and tariffs?


Liquid bottles April 3, 2025, appear in a store outside the new Delhi.

Money Sharma | AFP | Getty Images

This report is the CNBC’s “India” newsletter for this week. In the new time, it brings you precise views and market comments, the emerging central and large business behind its meteoric rise. Like what you see? You can subscribe Here.

Great story

The American commercial war is threatening to shake the alliances a long time ago, re-investing methodologies for calculating the appropriate level of supply chains and calculating the appropriate level of mutual tariffs. Now add another entry to Donald Trump’s duties that the US presidential has confronted the rumor: a safe investment idea.

Historically, the US dollars have been strengthened and the prices of the Treasurer have been rallied, if investors are safe to make sure during financial incidents.

There is no more, it appears.

The “Liberation Day” of April 2 have created several new patterns, and one shows that investors see India as a coverage against a potential trade flow.

Indian stock markets, currency and bonds – While not the perfect measure of the new trend, they have exceeded US equities, this year’s dollar and treasures.

Indian equities have also been volatile compared to Asian classmates.

Analysts say that the essential reason behind these movements was that the Indian economy was relatively isolated, we discussed Last week “Inside India. “

Morgan Stanley stated that only 12% of the Indian economy is subject to exports of goods. In addition, goods exports to the US had a lower proportion – 2.1% of GDP 2.1%. Draw imports and pharmaceutical energy, both exempt from fares, consists of only 1.7% of the taxes caused by the rate in India.

UPASAN Chachra, the Indian economist from the Vall Street bank, said that India would have “lowest” in the US among Asian economy, and “the direct impact of higher rates will be low on export demand.”

The country also shows the characteristics that could see the developing in the market in the future market.

For example, it is an Indian economic consumer and is less confidence in exports, rather than other economies in the market to promote growth. This makes it quite isolated from external blows, according to experts, trading wars, according to experts.

Graph display

Meanwhile, his heritage is owned by more than four-thirds of the market. Homemade investors – regularly flowing a billion times Systematic investment plans – Usually the prices of reverse investor whims, events that increase volatility.

“It is the most decided by the Indian Heritage Market Fortunes,” Alexander Redman said the main strategist of the main Equity of CLSA.

Morgan Stanley also had decline in oil prices, as it is likely to be the previous decrease in global growth, as it will be positive for India due to a large part of Indian import bill. The reversion of global growth and the benefit of the Indian economy seems to be another arrow of India.

India imported a value of $ 277 Billion in 2022. This was 38% of all imports for that year. World Bank data.

“Global global growths are often lower prices of global products, ~ YTD is revealed by the decline of oil prices. Because it has positively used in India’s trading conditions (because the Net India product importer),” Chachra added.

The long decline of the Indian stock market, the U.S. presidential election promoted pre-and-valued concerns, has taken shares prices to more wonderful levels.

“India does not review the most negative (earnings per share) … except Indonesia,” Clsa Redman said.

Analysts MSCI India 60% of Indian companies have declined by 60% of the shared prediction compared to 55% of companies in the MSCI market, according to data.

This may offer a floor for stock prices and made sales of global markets in recent weeks.

The investor of the question may be wonderful if they are left to whether these tendencies remain, or will the world return to his old ways?

Need to know

Indian inflation cools. India’s annual inflation rate fell here 3.34% expected at the bottom in MarchThe Ministry of Statistical and Program Implementation of the country reported on Tuesday. The reading fell for a fifth month and was less than 3.61% seen in February, when food prices continued to smooth. Economists asked by Reuters expected by 3.6% reading

Indian factory departure slows down. The industrial production index of factory activities increased by 2.9% in February, an increase of 5.2% in January has fallen significantly. Slowing in manufacturing and mining sectors He contributed to decline, according to the data setting for the Ministry of India and the program.

Apple accelerates the iPhone shipments of India. In March, Cupertino Based Company Exported 600 tons iPhoneIt costs almost $ 2 billion, from India to the US president of the U.S. Donald Trump thrown in the so-called “mutual fare” according to Reuters’s report. The relevant, FoxConn and Tata, the main suppliers of the Indian Apple, had an increase in export value that month.

What happened in the markets?

Stocks in India weekly July 2022 weekly. The Nifty 50 The table of contents rose by 4% this week, but this year the reference is 1.3% yet.

Bonu fell to 6.38% in reference to the Bonus Bonus of Indian Bonds, 6.38%, the lowest from December 2021.

Stock board iconStock board icon

Hide content

CNBC Televen, Shilpak Ambule, India’s Singapore Commissioner, said Sembcorp, Sembcorp, Singapore based energy and urban development company, “actively three or four sites are being in India” To build new cities in industry. He added that the Indian government is in “advanced phases of negotiation” with Sembcorp in these fronts.

Meanwhile, Kunal Shroff’s ChryScapital Member Kunal Shoff stated that Indian companies continue to make public bids Can be more reliant on home media Compared to a decade ago when the market was determined by foreign investors.

What about next week?

Flash Buyer Managers Index data will be released on Wednesday, clarifying how manufacturing and service sectors are maintained, Donald Trump’s Tariffens in the following weeks.

April 18: Japanese consumer price index for March, China and five-year loan decision

April 23: India HSBC PMI Flash AprilUS S & P Global Flash in the Japanese Jibun Bank PMI flash, euro Area HCOB PMI flash, United Kingdom S & P Global PMI flash

Leave a Reply

Your email address will not be published. Required fields are marked *